CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.1B
AUM Growth
+$3.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,085
New
Increased
Reduced
Closed

Top Buys

1 +$659M
2 +$184M
3 +$131M
4
MCD icon
McDonald's
MCD
+$107M
5
ULTA icon
Ulta Beauty
ULTA
+$105M

Top Sells

1 +$234M
2 +$162M
3 +$110M
4
V icon
Visa
V
+$99.2M
5
HD icon
Home Depot
HD
+$91.6M

Sector Composition

1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.18%
4 Industrials 10.02%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$8.81K ﹤0.01%
+144
2327
$8.8K ﹤0.01%
+157
2328
$8.79K ﹤0.01%
+270
2329
$8.78K ﹤0.01%
+270
2330
$8.73K ﹤0.01%
+800
2331
$8.73K ﹤0.01%
+300
2332
$8.69K ﹤0.01%
+408
2333
$8.67K ﹤0.01%
+393
2334
$8.66K ﹤0.01%
+119
2335
$8.63K ﹤0.01%
+1,000
2336
$8.58K ﹤0.01%
+392
2337
$8.58K ﹤0.01%
+400
2338
$8.5K ﹤0.01%
+667
2339
$8.47K ﹤0.01%
11,000
+1,000
2340
$8.47K ﹤0.01%
+99
2341
$8.46K ﹤0.01%
+1,046
2342
$8.46K ﹤0.01%
+3,000
2343
$8.45K ﹤0.01%
+337
2344
$8.44K ﹤0.01%
+186
2345
$8.35K ﹤0.01%
+116
2346
$8.35K ﹤0.01%
+348
2347
$8.34K ﹤0.01%
+700
2348
$8.34K ﹤0.01%
+211
2349
$8.3K ﹤0.01%
+180
2350
$8.27K ﹤0.01%
+375